Atria Wealth Solutions’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Atria Wealth Solutions’s Portfolio JQUA Stock Details JQUA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.02M	Sell	17,051 -2,792	-14%	-$160K	0.02%	627
2025 Q1	$1.12M	Sell	19,843 -6,655	-25%	-$389K	0.01%	837
2024 Q4	$1.52M	Sell	26,498 -11,390	-30%	-$660K	0.02%	747
2024 Q3	$2.14M	Buy	37,888 +20,841	+122%	+$1.13M	0.02%	609
2024 Q2	$903K	Buy	17,047 +3,925	+30%	+$203K	0.01%	941
2024 Q1	$694K	Buy	13,122 +3,936	+43%	+$199K	0.01%	1089
2023 Q4	$440K	Buy	+9,186	New	+$412K	0.01%	1287

Other funds holding JQUA

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Wealth Solutions's JQUA Position: Q2 2025 in Review

Atria Wealth Solutions reduced its JPMorgan US Quality Factor ETF (JQUA) stake by 14% in Q2 2025, selling an estimated $160K and leaving 17,051 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #627.

Atria Wealth Solutions first reported a position in JQUA in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.14M in Q3 2024. 401 funds tracked by Wall St. Rank hold JQUA as of Q2 2025.

Atria Wealth Solutions held 17,051 shares of JPMorgan US Quality Factor ETF worth $1.02M as of Q2 2025.
Atria Wealth Solutions sold 2,792 JPMorgan US Quality Factor ETF shares in Q2 2025, an estimated $160K.
JPMorgan US Quality Factor ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #627 holding.
Atria Wealth Solutions first reported a position in JPMorgan US Quality Factor ETF in Q4 2023 and has held it in 7 quarters since.
Atria Wealth Solutions's JPMorgan US Quality Factor ETF position peaked at $2.14M in Q3 2024.
401 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.